The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares US Financials ETF IYF
Morningstar’s Analysis IYF
Will IYF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 12.65 | 384.4 Mil | Financial Services |
JPMorgan Chase & Co | 9.37 | 284.7 Mil | Financial Services |
Bank of America Corp | 4.40 | 133.6 Mil | Financial Services |
Wells Fargo & Co | 3.64 | 110.7 Mil | Financial Services |
S&P Global Inc | 2.99 | 90.7 Mil | Financial Services |
The Goldman Sachs Group Inc | 2.92 | 88.9 Mil | Financial Services |
Progressive Corp | 2.73 | 83.0 Mil | Financial Services |
BlackRock Inc | 2.60 | 78.9 Mil | Financial Services |
Morgan Stanley | 2.25 | 68.3 Mil | Financial Services |
Citigroup Inc | 2.21 | 67.0 Mil | Financial Services |